Why We Can Help You
Running a business is challenging enough - your finances shouldn't add to the stress. At Evolve CFO, we take the guesswork out of bookkeeping, accounting, and cash flow management. With clear financial reporting and a structured approach, we help you stay organized, tax-ready, and in control of your money - so you can focus on growing your business with confidence.
Partnering with best-in-class technoolgy
01
Monthly Bookkeeping
Stay organized, tax-ready, and in control of your finances - without the stress.
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We handle your day-to-day financial tracking, ensuring your books are accurate, up-to-date, and ready when you need them. With everything organized, you can focus on growing your business with confidence.
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What’s Included:
✔ Transaction Categorization & Reconciliations
✔ Monthly Financial Statements & Reports
✔ GST/HST Tracking & Filings (If Applicable)
✔ Payroll Setup & Support With Third-Party Processors
✔ Secure Document Management
✔ Ongoing Support & Guidance
Investment: from $400/month
02
Bookkeeping
Catch-Up & Clean-Up
Falling Behind On Bookkeeping? We’ll Get You Back On Track.
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Whether it’s a few months or a few years, we’ll bring your books up to date, so you can stop worrying about the past and focus on the future. Once everything is cleaned up, we provide clear financial reports and a fresh start.
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What's Included:
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✔ Historical Transaction Cleanup & Categorization
✔ Bank, Credit Card & Loan Reconciliations
✔ Error Correction & QuickBooks Optimization
✔ Financial Statement Review & Insights
✔ Tax Season Readiness
Investment: Pricing varies based on the scope of work.
03
Financial Management & Reporting
More Than Bookkeeping - Gain Financial Clarity And Control.
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Beyond keeping your books in order, we provide customized financial insights and reporting to help you understand your numbers, manage cash flow, and make better business decisions.
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What's Included:
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✔ Custom Financial Reports & Dashboards
✔ Cash Flow Monitoring & Planning
✔ Profitability Analysis & Expense Tracking
✔ Budgeting & Forecasting Guidance
✔ Accounts Payable & Receivable Tracking
Investment: Pricing varies based on the scope of work.
04
Tax Preparation For Small Businesses
Stay Tax-Ready All Year Long With Organized Financials.
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We prepare basic corporate and sole proprietor tax filings for small businesses, ensuring your financials are accurate and compliant. If your tax situation requires specialized expertise, we’ll connect you with a trusted tax professional.
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What's Included:
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✔ Corporate Tax Return Preparation (T2) (For Straightforward Filings)
✔ Sole Proprietor Tax Return Preparation (T1)
✔ Year-End Financial Statement Organization
✔ GST/HST Filing & Remittance Tracking
✔ Collaboration With Tax Specialists For Complex Needs
Investment: Pricing varies based on the scope of work.
GETTING STARTED IS SIMPLE
How it works
